Suitability and Advisor Solutions Specialist

Suitability And Advisor Solutions Specialist

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future including your own.

We're actively seeking a talented Suitability and Advisor Solutions Specialist to join our Advisor Solutions Team in Omaha, NE. As a Suitability and Advisor Solutions Specialist, you'll move Pacific Life and your career forward by performing suitability reviews of Pacific Life fixed annuity applications, supporting Pacific Life advisory annuity processing, setting up contracting for new annuity producers, and initiating data feeds for Pacific Life's distribution partners. You will fill an existing role that sits on a team of 6 people in the Consumer Markets division, as part of the Sales Strategy and Enablement group.

How you'll help move us forward :

• Determine the suitability of new fixed annuity applications recommended by direct-to-Pacific Life producers as well as representatives of broker / dealers with whom Pacific Life has an amended selling agreement to perform this function.
• Perform a semi-annual backend review of the automated suitability approval process by comparing randomly sampled cases to the system to ensure the accuracy and functionality of that process.
• Generate quarterly and annual internal reports on fixed annuity suitability reviews, including the number of applications received, approved, and declined.
• Develop and maintain policies and procedures for the fixed annuity suitability review process, as well as assist in updates to the Fixed Annuity Suitability Questionnaire.
• Provide support, as needed, for Pacific Life's Customer Identification Program.
• Support the Advisor Solutions team in various functions including :

Advisory annuity case processing through the Advisory Solutions Desk

The experience you bring :

What makes you stand out :

You can be who you are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment.

Base Pay Range :

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$86,850.00 - $106,150.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

EEO Statement :

Pacific Life Insurance Company is an Equal Opportunity / Affirmative Action Employer, M / F / D / V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.